--- title: "Jenesis Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Jenesis Software the right Insurance Rating solution for you? Explore 285 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/119068/Jenesis-Software/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Jenesis Software 4.7 (285) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of Jenesis Software Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews MJ Md Mahbubul Alam J managerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “Jenesis Software is a highly intuitive, easy-to-use insurance agency management system (AMS) tailored for small to mid-sized independent agencies.“ June 12, 2026 JB Jason B AgentInsurance, 11 - 50 employeesUsed the software for: More than 2 years. “Sometimes you can not have multiple people processing downloads at the same time“ September 26, 2024 MJ Md Mahbubul Alam J managerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The platform is widely praised for its exceptional customer support and streamlined daily operations.“ June 12, 2026 RH Roberta H Insurance AgentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “The web version has nothing that I don’t like about it, I can only say the hosted version, is not as good.“ April 21, 2024 MJ Md Mahbubul Alam J managerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The support team is frequently highlighted as being highly patient, accessible, and knowledgeable when agents need assistance.“ June 12, 2026 RM Rob M Insurance AgentInsurance, 51 - 200 employeesUsed the software for: More than 2 years. “Sometimes the system will get a little glitchy“ March 20, 2024 JC Jessica C Owner Principal agentInsurance, Self-employedUsed the software for: 1-2 years. “Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! “ January 5, 2025 CM Cassidy M Insurance AgentInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “I don't like updates, it can throw me off when I'm in the zone.“ July 31, 2024 ## Showing most helpful reviews Showing 1-25 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Carol S. Owner Agent Insurance Used the software for: 1-2 years ### "Awesome system for office" March 21, 2023 4.0 The system has helped the office become more organized and also with the media option of less paperwork to file. Pros Awesome system to help keep work flow and office in order. My clients love the text/emails for their birthdays and the reminders for their policies. Cons I would like to have more companies compatible with the system, especially life/health and commercial Review Source MN Michael N. Agency owner and agent Insurance Used the software for: Less than 6 months ### "Why Jenesis won my AMS search" October 23, 2023 5.0 I love the platform, and Gia my trainer was awesome, very helpful and fun, we had a good time. You guys gave a great set up. Pros The functionality and ease of the platform along with the integrations of other software I use daily. Let's not forget the help and understanding of the Jenesis staff. Cons I am looking forward to being able to integrate my Office 365 calendar to the platform calendar. Alternatives considered [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Reason for choosing Jenesis Software I used Matrix for many years when I worked for another agency, before starting my own. The use and likability of the Jenesis platform made it a no brainer. Switched from [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) The platform of QQ was not to my liking and when I found Jenesis and watched the video and read the reviews I was half way sold. What sold me on the other half was the prompt contact, knowledge, and friendliness of everyone I spoke with. Review Source MB Miranda B. Agent Insurance Used the software for: 2+ years ### "OK" August 14, 2019 2.0 its ok but I've used better Pros I like that we can put detailed information in Cons That we can't email directly from it or how we have to go through 10 different steps just to put something in images. Review Source RE Robert E. Agent Insurance Used the software for: 2+ years ### "Jenesis Software will make your life easier" February 5, 2024 5.0 Excellent. Never had a problem or issue. Pros Everything. From ease of use to the friendly, knowledgeable staff. Cons Nothing. Jenesis is easier to use than Epic or AMS 360 Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Ease of use. Epic is good. Just never could speak to the same person. At Jenesis you know all of the folks that are part of the Jenesis team. Review Source Response from Jenesis Software February 13, 2024 Wow, Robert, we're so thankful for your review! We're so happy that Jenesis is helping your agency work more efficiently! LL Leslie L. Manager Insurance Used the software for: 2+ years ### "So Glad We Use Jenesis!" June 12, 2023 5.0 I have worked on several other customer databases. Jenesis gives us what we need at a reasonable price. We rely on Jenesis daily for all customer-related tasks. We would be lost without Jenesis! Pros Jenesis is reliable and makes a complicated job more convenient. Cons I wish the names in the suspenses were a link where you click them and it takes you directly to their file. Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[eAgent](https://www.capterra.com/p/146515/eAgent-Solutions/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Reason for choosing Jenesis Software Christie, the sales person was excellent is explaining Jenesis. Review Source SI Shanwa I. Licensed Agent and Office Manager Insurance Used the software for: 6-12 months ### "Fantastic Insurance Management System" December 13, 2020 5.0 We are so grateful we put this into place well ahead of the pandemic! It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis. Pros This software is easy to use and helps us have the ability to quickly see what our clients need. Since we are an independent agency, we have multiple companies to coordinate. JenesisNow brings it all together in one place. We also appreciate customer service - emails, chat feature, phone calls..... they are always there to help when we need it. Cons There is a slight learning curve that can only improve from daily use even after certifying in the software system. Alternatives considered [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing Jenesis Software Reviews; pricing structure for our newer agency needs; and the ability to grow with us into the future. We also really appreciated the customer service once we contacted Jenesis for a demo. \[SENSITIVE CONTENT HIDDEN\] is fantastic and helped us to know which system would be right for us. \[SENSITIVE CONTENT HIDDEN\] is still always there for us along with \[SENSITIVE CONTENT HIDDEN\] and others from the JenesisNow support system. Review Source Response from Jenesis Software December 17, 2020 Wow, Shawna! Thank you so much for the awesome review! We appreciate it more than you know! AM Ali M. Licensed Producer Insurance Used the software for: 1-2 years ### "Easy to use, great customer service!" September 6, 2024 5.0 It's been great. Glad to have made the switch! Pros Ease of use. This system is straightforward. Cons Sometimes the policy types come across as something different. Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Epic was expensive and some of the features were unused. Their customer service was less than ideal as well. Review Source MB Mike B. Office Manager Insurance Used the software for: 2+ years ### "Good Software Great Technical Support Team!" July 25, 2019 4.0 Overall, Jenesis is a great software. Their team is fantastic and we have used them for 12 years. To see how far that they have come in the software is unbelievable. Their team is fantastic and always willing to help with any software issues and updates monthly. Pros This software does a lot from agency management and employee management, to quoting, to policy servicing. Works with IVANS. The technical support team does a great job about helping with any questions or making changes to software to better serve agencies. They actually take suggestions and implement them much more than other softwares. Cons Software lacks in commercial functionality. They continue to improve commercial account servicing though and are on their way to making it a great system for commercial. Life and Health is a challenge in the software but bare basic functionalities are there. Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing Jenesis Software Local company, decent system, dedication to it's agents. Going through a large corporation like AMS or Applied, you don't get the same level of technical support and customer service. Review Source SB Suzanne B. Owner/Producer Insurance Used the software for: Less than 6 months ### "Jenesis Conversion" October 23, 2023 5.0 Pros Our conversion from EZ Lynx to Jenesis has been fantastic. The communication and response time from Jenesis has been second to none. Everyone has been so nice and patient. Definitely a 10! Cons I would like to be able to add custom fields on some of the screens. Reason for choosing Jenesis Software Ease of Use; Small Company with Personal Attention Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) The cost of EZ Lynx was very expensive and very limited functionality. Accounting and commission features were only available at an additional charge. Review Source RC Rhonda C. CSR Insurance Used the software for: 1-2 years ### "Csr" March 11, 2022 5.0 I learned that you can store al kids of information, media and data, and it keeps it nice and easy to find. Pros Very easy to learn, navigate and the product itself says it all. Cons Nothing but the best. Makes working easy. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Company switched because Jenesis is way easier and not complicated like the others. Review Source Response from Jenesis Software July 5, 2022 Rhonda, thank you for your amazing review! We're happy to have you with us at Jenesis! JC Jessica C. Owner Principal agent Insurance Used the software for: 1-2 years ### "Jenesis software a must-have!!" January 5, 2025 5.0 Overall Jenesis software is on point and offers all need you may have for marketing and software!! Pros Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! They also send out email blast to your client list which is a wonderful plus!! Cons I preferred the old quote control features!! Review Source Response from Jenesis Software January 9, 2025 Thank you, Jessica! We are incredibly grateful for your review. Welcome to the Jenesis family! MD Mike D. Owner / Broker Insurance Used the software for: 2+ years ### "I highly recommend Jesesis Software." May 25, 2023 5.0 The Jenesis Software helps to keep me and my agency organized and helps to avoid daily tasks from getting overlooked. Pros I decided on and keep Jenesis because of the ease of use. Cons There is not anything in particular that I don't like about Jenesis but there are some features I choose not to use at this time. Reason for choosing Jenesis Software Made by an agent for an agent. Review Source RS Richard S. Agent Insurance Used the software for: 2+ years ### "Why would you need anything else?" June 10, 2023 5.0 I've been an agent 3 for years. Before that, I worked in IT for 12 years. So the ability to find or create the info needed is huge. Pros This program gives us everything we could possibly ask for in a customer management database. There are some features I've never even used. We can search multiple ways to find a customer. You can view or create any report you'd ever need. Cons Having the option to resize the fonts would be great. I could shrink the footprint of the window. Review Source ME Marcus E. Principal Agent Insurance Used the software for: 6-12 months ### "Tools For Success" September 23, 2022 5.0 I've dealt with Jenesis and other companies and Jenesis is small enough to care for each of it's clients and big enough to handle the servicing of their clients Pros With masking on our policies, it's very hard to requote our customers. We want them to have the best rates available and Jenesis allows us to do that without having to call the customer and collect the info we are supposed to have. Jenesis makes me more money than I spend on it. Cons On rare occasions some downloads don't take and a customer, here and there, will be missing. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Reason for choosing Jenesis Software Price and ease of use. Review Source Response from Jenesis Software September 27, 2022 Wow, thank you Marcus! We're happy you're with us! JC Jessica C. office manager Insurance Used the software for: 2+ years ### "office manager" March 16, 2023 5.0 Pros i love that the customers are easy to find all the information is clear so you can see and not all bunched up Cons it glitches fro time to time and will not pull up a customer that I know is in the system. I have found that if you log out and then back in it usually fixes the issue. Review Source RN Ryan N. Insurance Agent Insurance Used the software for: 2+ years ### "Jenesis Software is AWESOME" September 20, 2023 5.0 It was a pleasure working with the Jenesis team getting our agency off the ground. We could not have done it with out their help and expertise. Pros The ease of using the product. The software is so easy to us that even a beginner has no problem getting familiar with the software. Cons There are no real negative draw backs to the software other than there are times it will keep a policy "active" that has actually been canceled. Review Source cE cayla E. Service Insurance Used the software for: 2+ years ### "Jenesis did wonders for our company! " September 27, 2024 5.0 Pros Great source to help sort clients and keep notes! The customer service/ tech support team is amazing! Cons I wish the comment box was bigger, but over all no complaints! Review Source PT Penny T. Insurance Agent Insurance Used the software for: 1-2 years ### "very useful tool" September 18, 2024 5.0 been very positive and a time saver. useful in keeping records of many carriers in one spot Pros It organizes everything in one spot. It has been an awesome file system for me without having to have all the thousands of files we used to keep on hand. Cons doesn't always update the records. I have to manually put in the info sometimes Review Source Response from Jenesis Software September 20, 2024 Thank you, Penny! We are so grateful for your feedback and we're so glad Jenesis is useful for you and your agency. We also appreciate your honesty so we can continue to be better for our customers! CH Cassie H. Insurance Producer Insurance Used the software for: Less than 6 months ### "Exactly what we needed!" January 3, 2024 5.0 Pros Jenesis is very user friendly and tracks everything. It was exactly what we needed! Cons I haven’t found any dislikes in the 3 months we have been using the system. Review Source Response from Jenesis Software April 25, 2024 Thank you, Cassie, for your review! We're glad that Jenesis Software is user friendly and the tracking feature is helpful for your agency. Welcome to the Jenesis family! AP April P. Agent Insurance Used the software for: 1-2 years ### "Jenesis Review" August 3, 2023 5.0 We love Jenesis!! It's a 10!!! We can not be happier with the ease of the system. Pros Everything works just as we need it to. The ease of the system and overall look and feel. Cons Everything is great, we have not had any issues so far. Review Source JA Julie A. Office Manager Insurance Used the software for: 1-2 years ### "Satisfied " March 13, 2023 5.0 Pros The calendar feature is the one I use the most, it is easy to see and track your appointments. Cons Everything is easy and simple to use, takes a little time learn it all and get used to it but the customer service is always very helpful and friendly. Review Source WL William L. Vice President Insurance Used the software for: 2+ years ### "Excellent System" March 10, 2021 5.0 Eddie, we have been out of the office for several days. Sorry for the late response. If every company/business was as concerned with their product and service as Jenesis is, it would be a much better world. You guys do an amazing job with your service and response time. We currently do not have any issues. If you wanna (nic-pic) one thing that comes to mind is make sure every report we run prints the date on it. I know there are a couple I hand write the date on each month I run them. (if you haven't already corrected) Plans are this year to attend the retreat Jenesis holds. We have not been able to attend in the past but are putting an extra effort in going this year. From past videos I am sure it will be beneficial to the office. On a scale of 1-10.....Who could not rate Jenesis at a 10 ? Perfect....nothing is....but you make every effort to appease any/all requests or at least explain the reasoning. William David Long Vice President Freedom Insurance Agency, Inc Pros Ease of use....Service.....Support Always improving the system Cons No issues . Team is always improving and asking what is needed Review Source VG Vanessa G. Insurance broker Insurance Used the software for: 2+ years ### "Affordable and easy to use!" January 30, 2020 5.0 My website has been helpful because I have someone to call if I need any changes, updates, or system fixes. \[SENSITIVE CONTENT HIDDEN\] has provided me with tips and tools to keep me on top of google searches, and he does his part to make sure I am up to date as well. I have acquired a broader customer base with the Quoting tool on my website. \[SENSITIVE CONTENT HIDDEN\] was able to filter out spam so I am now getting legitimate quote requests on all product lines. I am guilty in that I don't check my website often enough, but I know it is in good hands with Jenesis. Pros Jenesis is easy to access and use as a multi tool for my business. It has helped me broaden my customer base and feel like I am up to date with today's internet search technology. I love that people can search "insurance" or other key words and my business pops up first. Cons I can't think of anything that I don't like. I have been with Jenesis for years! Review Source Response from Jenesis Software February 3, 2020 Thank you so much for being a JenesisWeb customer, Vanessa! We appreciate you! AM Angel M. Agent Insurance Used the software for: 2+ years ### "5 Stars!" August 2, 2022 5.0 Pros I would rate Jenesis as a 10! We can always get an answer for any problem we have in a timely matter and love the fact that we always get to speak with an actual human. Cons Some things are a little tricky, but customer service is always there to help! Review Source Response from Jenesis Software August 3, 2022 Wow, thank you, Angel! We appreciate you! AW Ann W. Office Manager Insurance Used the software for: 2+ years ### "Love Jenesis" June 5, 2019 5.0 Preparing my E & O is very easy with this software. A couple of buttons and you know what you made from which company. It's so easy to work with. I'm not very computer literate, but Jenesis is easy for me. Of course, I love that. Pros We all love Jenesis at our office. The ease of looking up a customer, seeing all the notes about the customer let you know what has happened with them without having to go through all that again by mouth. You post the payments to Jenesis, and you make notes. One look and you know what's going on. You can see if they are canceled, pending cancelation or right on time. Cons The least thing I like about Jenesis is when you post a payment you get notes back, example The date paid field on this policy is empty. I'm not sure if we are properly putting the information in or it's just a hiccup. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.